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Quay podcast: housing, retail, office and interest rates

Quay’s Chris Bedingfield speaks with Bennelong’s Holly Old about the team’s latest Investment Perspectives article, 10 charts we’re thinking about right now.

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  • 1:15 – Why the team continues to like residential housing, and how its position in the portfolio has evolved over the past seven years (and particularly since COVID)
  • 6:27 – The rise and rise of retail, both online and bricks & mortar
  • 8:42 – … and yet household savings are still strong
  • 11:29 – Why Quay has finally added an (albeit small) office position into the portfolio
  • 16:45 – Why investors shouldn’t get too caught up in the noise around interest rate movements
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